How to Read the Store Dashboard
How to read the Store Dashboard, which shows all your stores, and Store Details, which shows one store: today's sales and bookings, and where each feature lives.
Setting Up Location Notifications
You can set up location notifications for your Wallet membership card. This article covers how location notifications work, how Apple Wallet and Google Wallet each behave, setup steps, tips for writing the notification message, permissions the customer needs, and usage notes.
Sales Analysis by Product
How to use Sales Analysis by Product. Covers period switching, category/product name filtering, sorting by sales/quantity/gross profit, ABC analysis, automatically generated AI advice (trend-based, profit-based, cross-store), and gross profit display using cost data — for both the per-store and all-stores views.
Using the Timeline
How to use the Timeline, which lays out a day's bookings by seat or staff member. Covers what the colours mean, the current-time marker, and moving bookings by dragging.
Automatically Holding the Half-Turn Tee Time
How to hold the IN tee time at the same time as the OUT start slot, covering course pairings, the time between halves, and what happens when the second half cannot be held.
Checking the Reservation Calendar
Explains, with annotated screenshots, how to check reservation status using the dashboard, timeline, and reservation list, including date navigation, availability legend, and filtered search.
Reservation Notifications on LINE
How to send booking confirmations, changes and reminders over LINE, when they are delivered, how they reach bookings without an email address, and why they might not be sent.
Connecting with LinkedIn Business
Explains how to connect a LinkedIn Company Page with ReceiptRoller, and the administrator permissions required.
Reading the Check-in Analytics Screen
Learn how to use the summary tiles, 30-day chart, and CSV export on the check-in detail screen.
Customer data when a customer merges accounts
What happens to your store's customer data when a customer merges two ReceiptRoller accounts, and how to join two records of the same customer.
Editing Staff Profiles and Photos
Learn how to update a registered staff member's profile photo, contact info, assigned store, employment status, and HR information, with screenshots.
Buyer Management
Learn how to invite, approve, group, and manage credit limits for buyers in your B2B EC store.
Creative Projects and Variant Selection
Creative projects let you group multiple variants (candidate designs) under a single project for comparison and selection. Suited to workflows where you line up A/B candidates for review and pick a winner.
Creative Upload and Approval Flow
The workflow from creative upload to approval. Manages status transitions from Draft to Pending to Approved/Rejected, and tracks change history through the approval log.
Recording ad coupon use
How to check a coupon handed out in a receipt or app ad at checkout, record its use, and match it to the sale.
Connecting Meta (Facebook Page)
Explains how to connect a Facebook Page (Meta) to ReceiptRoller via OAuth, the required admin permissions, and long-lived tokens.
Dashboard AI Insights
Dashboard AI Insights analyzes your social performance metrics with AI and delivers concrete suggestions. Get natural-language explanations of why engagement rose or fell, and what to do next.
Setting Up Deposits and Prepayment
How to take a deposit or full prepayment at the time of booking. Covers the four payment options, the Stripe connection you need first, what customers see, and what to check before you go live.
Tax on Receipts and Your Invoice Registration Number
Digital receipts show the amount and tax for each tax rate (10% and 8%), and whether tax is included or added, whether received by email, in LINE or on the receipt page. Set your invoice registration number and it appears on the receipt too. How to set it up and where it shows.
Analyzing Reservation Data
Explains, with annotated screenshots, how to read the reservation dashboard statistics, narrow down the reservation list, and check cancellations and no-show cancellations.